{"id":4116,"date":"2019-05-20T21:01:39","date_gmt":"2019-05-20T20:01:39","guid":{"rendered":"http:\/\/whataboutthecustomer.com\/?p=4116"},"modified":"2019-05-20T21:01:41","modified_gmt":"2019-05-20T20:01:41","slug":"business-process-redesign-wealth-management","status":"publish","type":"post","link":"https:\/\/whataboutthecustomer.com\/de\/2019\/business-process-redesign-wealth-management\/","title":{"rendered":"Business Process Redesign \/\/ Wealth Management"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Project scope<\/h3>\n\n\n\n<ul><li> Help a European wealth management provider redesign the on-boarding process for private banking clients in the Italian market in a way that that benefits both the clients and the company<\/li><li>Uncover the expectations, needs and choice drivers of the target segments through sophisticated qualitative interviewing<\/li><li>Create a blue-print of the current on-boarding process and prioritise the gaps to customer expectations that need to be addressed<\/li><li>Create, evaluate and choose options for process adjustments with headquarters and local management<\/li><li>Train local staff and install a performance measurement systematic <\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Results<\/h3>\n\n\n\n<p>Due to the new process and its consistent execution the client achieved its ambitious targets in share of wallet and customer loyalty. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Practice focus<\/h3>\n\n\n\n<ul><li>Smart Data &#8211; Customer Insights 20%<\/li><li>Business Model Optimisation 0%<\/li><li>Customer Experience Design 20%<\/li><li>Transformation 60%<\/li><li>Cultural Shift 0%<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Project scope Help a European wealth management provider redesign the on-boarding process for private banking clients in the Italian market in a way that that benefits both the clients and the company Uncover the expectations, needs and choice drivers of the target segments through sophisticated qualitative interviewing Create a blue-print of the current on-boarding process [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":4117,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[340],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Business Process Redesign \/\/ Wealth Management | WATC Consulting AG<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/whataboutthecustomer.com\/de\/2019\/business-process-redesign-wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Business Process Redesign \/\/ Wealth Management | WATC Consulting AG\" 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